COUCH FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- COUCH FAMILY FOUNDATION (EIN 10-0000573)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349103288
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T13:18:08-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 100000573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COUCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CF ADVISORS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COUC | BusinessNameControlTxt |
| Phone | 6036433441 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 151 | AddressLine1Txt |
| City | HANOVER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03755 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD COUCH | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6036433441 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC STEEN | PreparerPersonNm |
| PTIN | P01611936 | PTIN |
| Phone | 6172928400 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $161,933,313 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,080,387 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,080,387 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,752,908 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,644,679 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,327,479 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,080,387 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $190,966 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $190,966 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $61,468 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $61,468 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,803 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,803 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,615 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,808 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,808 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,075,774 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,310,061 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $765,713 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $777,783 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $146,783 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,000 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,019 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,019 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,150,428 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,473,652 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,046,777 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,865,116 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,865,116 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,015,544 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,473,652 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,911,893 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,688,065 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,606,735 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,959,485 | CashBOYAmt |
| Cash EOY | $3,201,288 | CashEOYAmt |
| Cash EOYFMV | $3,201,288 | CashEOYFMVAmt |
| Corporate Stock BOY | $94,782,790 | CorporateStockBOYAmt |
| Corporate Stock EOY | $98,976,910 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $134,192,990 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $30,271,430 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,591,913 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $20,328,380 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,157,478 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,713,007 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,210,655 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $132,171,183 | TotalAssetsBOYAmt |
| Total Assets EOY | $124,483,118 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $161,933,313 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $132,171,183 | RetainedEarningBOYAmt |
| Retained Earning EOY | $124,483,118 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $132,171,183 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $124,483,118 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $132,171,183 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $124,483,118 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $132,171,183 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,688,065 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $124,483,118 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $124,483,118 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $16,220,621 | $15,972,598 | $248,023 | $248,023 | |
| DISTRIBUTION FROM CAPITAL PARTNERS V-1 | $254,502 | $254,502 | $0 | $0 | P |
| ALTAROCK PARTNERS SERIES | $51,905 | -$51,905 | -$51,905 | P | |
| ALTAROCK PARTNERS SERIES | $162,161 | $162,161 | $162,161 | P | |
| CLARKSTON PARTNERS SMALL-MID CAP SERIES | $8,901 | $8,901 | $8,901 | P | |
| CLARKSTON PARTNERS SMALL-MID CAP SERIES | $299,934 | $299,934 | $299,934 | P | |
| SELECT EQUITY SERIES | $260,987 | -$260,987 | -$260,987 | P | |
| SELECT EQUITY SERIES | $22,359 | -$22,359 | -$22,359 | P | |
| GQG PARTNERS EMERGING MARKETS | $418,948 | -$418,948 | -$418,948 | P | |
| GQG PARTNERS EMERGING MARKETS | $93,117 | $93,117 | $93,117 | P | |
| BARES MID-LARGE CAP SERIES | $892,625 | -$892,625 | -$892,625 | P | |
| VALLEY FORGE LARGE CAP EQUITY SERIES | $717,313 | -$717,313 | -$717,313 | P | |
| AROHI EMERGING ASIA SERIES | $82 | -$82 | -$82 | P | |
| AROHI EMERGING ASIA SERIES | $2,605 | -$2,605 | -$2,605 | P | |
| MAKAIRA PARTNERS SERIES | $8,361 | -$8,361 | -$8,361 | P | |
| MAKAIRA PARTNERS SERIES | $124,192 | -$124,192 | -$124,192 | P | |
| TRINITY STREET INTERNATIONAL PARTNERS SERIES | $100,066 | $100,066 | $100,066 | P | |
| DISPOSITION OF 1818 PARTNERS | $3,503,497 | $3,503,497 | $0 | $0 | P |
| BBH AH CAYMAN | $99 | $99 | $99 | P | |
| LOSS ON DISPOSITION OF CEDAR ROCK PARTNERS | $11,823 | -$11,823 | -$11,823 | P | |
| SALE OF 7,800 SHS ALPHABET CL C | $995,873 | $995,873 | $995,873 | D | |
| CAPITAL GAINS DIVIDENDS | $5,908 | $5,908 | $5,908 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$597,118 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,334 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,334 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,334 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $77,926 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $77,926 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $55,592 | OverpaymentAmt |
| Applied To ES Tax | $55,592 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDERSEN TAX LLC | IndividualWithBooksNm |
| Phone | 6172928400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET 16TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD W COUCH | ||||||||
| PO BOX 151 | HANOVER | NH | 03755 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BARBARA J COUCH | ||||||||
| PO BOX 151 | HANOVER | NH | 03755 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SARA VECCHIOTTI | ||||||||
| PO BOX 151 | HANOVER | NH | 03755 | EXECUTIVE DIRECTOR | 40.00 | $196,118 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BROOKE FREELAND | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 151 | AddressLine1Txt |
| City | HANOVER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 15.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $61,468 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN BROTHERS HARRIMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $417,967 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $152,797,157 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,506,497 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $154,303,654 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $154,303,654 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,314,555 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $151,989,099 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,599,455 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,599,455 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,334 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,334 | TotalTaxAmt |
| Distributable Before Adj | $7,577,121 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,577,121 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,577,121 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,911,893 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,911,893 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,577,121 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,476,499 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,911,893 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,476,499 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,435,394 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,141,727 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD W COUCH | ContributingManagerNm |
| Contributing Manager | BARBARA J COUCH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (166 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACE MV | |||||||
| 100 EDGARTOWN VINEYARD HAVEN RD | OAK BLUFFS | MA | 02557 | PC | GENERAL SUPPORT | $20,000 | |
| ACLU OF NEW HAMPSHIRE | |||||||
| 18 LOW AVE UNIT 12 | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $30,000 | |
| AMERICAN PRECISION MUSEUM | |||||||
| 196 MAIN ST PO BOX 679 | WINDSOR | VT | 05089 | PC | GENERAL SUPPORT | $10,000 | |
| AMERICAN RED CROSS | |||||||
| 32 N PROSPECT ST | BURLINGTON | VT | 05401 | PC | GENERAL SUPPORT | $10,000 | |
| ASSET FUNDERS NETWORK | |||||||
| 1426 DEMPSTER AVE | EVANSTON | IL | 60202 | PC | GENERAL SUPPORT | $3,500 | |
| AUSTIN COMMUNITY FOUNDATION | |||||||
| 4315 GUADALUPE ST 300 | AUSTIN | TX | 78751 | PC | GENERAL SUPPORT | $10,000 | |
| AVA GALLERY AND ART CENTER | |||||||
| 11 BANK STREET | LEBANON | NH | 03766 | PC | GENERAL SUPPORT | $25,000 | |
| BARNARTS CENTER FOR THE ARTS | |||||||
| PO BOX 41 | BARNARD | VT | 05031 | PC | GENERAL SUPPORT | $10,000 | |
| BARNARTS CENTER FOR THE ARTS | |||||||
| PO BOX 41 | BARNARD | VT | 05031 | PC | GENERAL SUPPORT | -$10,000 | |
| BARNARTS CENTER FOR THE ARTS | |||||||
| PO BOX 41 | BARNARD | VT | 05031 | PC | GENERAL SUPPORT | -$10,000 | |
| BARNARTS CENTER FOR THE ARTS | |||||||
| PO BOX 41 | BARNARD | VT | 05031 | PC | GENERAL SUPPORT | $10,000 | |
| BARNARTS CENTER FOR THE ARTS - GOOD | |||||||
| PO BOX 41 | BARNARD | VT | 05031 | PC | GENERAL SUPPORT | $10,000 | |
| BIG BROTHER BIG SISTER CC & ISLANDS | |||||||
| 684 MAIN ST | HYANNIS | MA | 02601 | PC | GENERAL SUPPORT | $15,000 | |
| BLACK HERITAGE TRAIL OF NEW HAMPSHIRE | |||||||
| 222 COURT STREET | PORTSMOUTH | NH | 03801 | PC | GENERAL SUPPORT | $15,000 | |
| BREAKTHROUGH CENTRAL TEXAS | |||||||
| 1050 E 11TH ST | AUSTIN | TX | 78702 | PC | GENERAL SUPPORT | $5,000 | |
| BUILD BRIGHT FUTURES STATE COUNCIL | |||||||
| 600 BLAIR PARK SUITE 160 | WILLISTON | VT | 05495 | PC | GENERAL SUPPORT | $10,000 | |
| BUILDING AUDACITY | |||||||
| 75 ALLEN AVENUE | LYNN | MA | 01902 | PC | GENERAL SUPPORT | $5,000 | |
| CAMERATA NEW ENGLAND | |||||||
| PO BOX 5173 | HANOVER | NH | 03755 | PC | GENERAL SUPPORT | $10,000 | |
| CAMP JABBERWOCKY-MV | |||||||
| 200 GREENWOOD AVE | VINEYARD HAVEN | MA | 02568 | PC | GENERAL SUPPORT | $15,000 | |
| CARTER COMMUNITY BUILDING ASSOCIATION | |||||||
| 1 TAYLOR ST | LEBANON | NH | 03766 | PC | GENERAL SUPPORT | $25,000 | |
| CASA OF NEW HAMPSHIRE | |||||||
| 138 COOLIDGE AVE | MANCHESTER | NH | 03102 | PC | GENERAL SUPPORT | $75,000 | |
| CHANGING PERSPECTIVE | |||||||
| PO BOX 694 | BRADFORD | VT | 05033 | PC | GENERAL SUPPORT | $10,000 | |
| CHECK 3106 | |||||||
| PO BOX 694 | BRADFORD | VT | 05033 | PC | GENERAL SUPPORT | $10,000 | |
| CHILD CARE CENTER OF NORWICH | |||||||
| 75 MONTSHIRE RD | NORWICH | VT | 05055 | PC | GENERAL SUPPORT | $30,000 | |
| CHILDREN'S CENTER OF THE UPPER VALLEY | |||||||
| 178 MECHANIC ST | LEBANON | NH | 03766 | PC | GENERAL SUPPORT | $45,000 | |
| CHOSEN VALE INE DBA ENFIELD SHARER | |||||||
| 447 NH ROUTE 4A | ENFIELD | NH | 03748 | PC | GENERAL SUPPORT | $10,000 | |
| CITY YEAR NEW HAMPSHIRE | |||||||
| 101 MANCHESTER ST | MANCHESTER | NH | 03101 | PC | GENERAL SUPPORT | $20,000 | |
| CLAREMONT LEARNING PARTNERSHIP | |||||||
| 169 MAIN ST | CLAREMONT | NH | 03743 | PC | GENERAL SUPPORT | $62,595 | |
| CLAREMONT OPERA HOUSE | |||||||
| 58 OPERA HOUSE SQUARE | CLAREMONT | NH | 03743 | PC | GENERAL SUPPORT | $10,000 | |
| COLGATE UNIVERSITY | |||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | PC | GENERAL SUPPORT | $25,000 | |
| COMMUNITIES FOUNDATION OF TEXAS PHILANTHROPY ADVOCATES MEMBERSHIP | |||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | PC | GENERAL SUPPORT | $5,000 | |
| COMMUNITY DENTAL CARE OF CLAREMONT | |||||||
| 1 TREMONT ST | CLAREMONT | NH | 03743 | PC | GENERAL SUPPORT | $40,000 | |
| COMMUNITY FOR WOODSTOCK | |||||||
| 281 BARNARD RD | WOODSTOCK | VT | 05091 | PC | GENERAL SUPPORT | $25,000 | |
| COURT APPOINTED SPECIAL ADVOCATES (CASA) OF NEW HAMPSHIRE | |||||||
| 138 COOLIDGE AVE | MANCHESTER | NH | 03102 | PC | GENERAL SUPPORT | $100,000 | |
| COURT APPOINTED SPECIAL ADVOCATES (CASA) OF NEW HAMPSHIRE | |||||||
| 138 COOLIDGE AVE | MANCHESTER | NH | 03102 | PC | GENERAL SUPPORT | $10,000 | |
| COVER HOME REPAIR | |||||||
| 158 SOUTH MAIN STREET | WHITE RIVER JUNCTION | VT | 05001 | PC | GENERAL SUPPORT | $10,000 | |
| CRADLE AND CRAYON MASCOMA LEBANON | |||||||
| 45 LYME ROAD | HANOVER | NH | 03755 | PC | GENERAL SUPPORT | $40,000 | |
| DARTMOUTH HITCHCOCK MEMORIAL HOSPITAL | |||||||
| ONE MEDICAL CENTER DRIVE HB 7070 | LEBANON | NH | 03756 | PC | GENERAL SUPPORT | $35,000 | |
| DARTMOUTH-HITCHCOCK FRIENDS OF THE NORRIS COTTON CANCER CENTER | |||||||
| ONE MEDICAL CENTER DRIVE HB 7070 | LEBANON | NH | 03756 | PC | GENERAL SUPPORT | $5,000 | |
| DISMAS OF VERMONT | |||||||
| PO BOX 156 | HYDE PARK | VT | 05655 | PC | GENERAL SUPPORT | $10,000 | |
| ERIKSON INSTITUTE | |||||||
| 451 N LA SALLE DR | CHICAGO | IL | 60654 | PC | GENERAL SUPPORT | $10,000 | |
| FINDING OUR STRIDE | |||||||
| 256 TUCKER HILL ROAD | NORWICH | VT | 05055 | PC | GENERAL SUPPORT | $15,000 | |
| FJC-A FOUNDATION (WELCOME BABY) | |||||||
| 225 WEST 39TH STREET 12TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $5,000 | |
| FORD SAYRE MEMORIAL SKI COUNCIL | |||||||
| PO BOX 471 | HANOVER | NH | 03755 | PC | GENERAL SUPPORT | $7,500 | |
| FOUNDATION FOR UNDERWAY EXPERIENTIAL LEARNING | |||||||
| PO BOX 1233 | VINEYARD HAVEN | MA | 02568 | PC | GENERAL SUPPORT | $100,000 | |
| FRIENDS OF NORRIS COTTON CANCER CENTER | |||||||
| 1 ROPE FERRY ROAD | HANOVER | NH | 03755 | PC | GENERAL SUPPORT | $10,000 | |
| FRIENDS OF NORTHERN RAIL TRAIL | |||||||
| PO BOX 2064 | NEW LONDON | NH | 03257 | PC | GENERAL SUPPORT | $5,000 | |
| FRIENDS OF OAK HILL | |||||||
| 59 OAK HILL DRIVER | HANOVER | NH | 03755 | PC | GENERAL SUPPORT | $50,000 | |
| FUTURE IN SIGHT | |||||||
| 25 WALKER ST | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $10,000 | |
| GARDEN GATE CHILD DEVELOPMENT | |||||||
| 249 N MAIN ST | NATICK | MA | 01760 | PC | GENERAL SUPPORT | $25,000 | |
| GOOD BEGINNINGS OF THE UPPER VALLEY | |||||||
| PO BOX 5054 | WEST LEBANON | NH | 03784 | PC | GENERAL SUPPORT | $8,000 | |
| GOOD NEIGHBOR HEALTH CLINIC AND RED LOGAN DENTAL | |||||||
| 70 N MAIN ST | WHITE RIVER JUNCTION | VT | 05001 | PC | GENERAL SUPPORT | $25,000 | |
| GRAFTON COUNTY SENIOR CITIZEN COUNCIL | |||||||
| 10 CAMBELL STREET | LEBANON | NH | 03766 | PC | GENERAL SUPPORT | $25,000 | |
| HAMPSHIRE COOPERATIVE NURSERY SCHOOL | |||||||
| 104 LYME RD | HANOVER | NH | 03755 | PC | GENERAL SUPPORT | $20,000 | |
| HANOVER CONSERVANCY | |||||||
| PO BOX 381 | HANOVER | NH | 03755 | PC | GENERAL SUPPORT | $10,000 | |
| HARTFORD COMMUNITY COALITION | |||||||
| PO BOX 4343 | WINDSOR | VT | 05089 | PC | GENERAL SUPPORT | $7,500 | |
| HEADREST | |||||||
| 14 CHURCH STREET | LEBANON | NH | 03766 | PC | GENERAL SUPPORT | $10,000 | |
| HEALTH STRATEGIES OF NEW HAMPSHIRE | |||||||
| 1 PILLSBURY STREET SUITE 301 | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $1,340 | |
| HIGH HORSES THERAPEUTIC RIDING PROGRAM | |||||||
| 138 HORSE FARM RD BOX 278 | SHARON | VT | 05065 | PC | GENERAL SUPPORT | $10,000 | |
| HOUSING WORKS AUSTIN | |||||||
| 1032 SPRINGDALE RD BUILDING 13 | AUSTIN | TX | 78721 | PC | GENERAL SUPPORT | $5,000 | SUITE F |
| HUNGER FREE VERMONT | |||||||
| 38 EASTWOOD DR | SOUTH BURLINGTON | VT | 05403 | PC | GENERAL SUPPORT | $15,000 | |
| INCLUSIVE ARTS VERMONT | |||||||
| 21 CARMICHAEL ST 206 | ESSEX JUNCTION | VT | 05452 | PC | GENERAL SUPPORT | $10,000 | |
| ISLAND CHILDREN'S SCHOOL | |||||||
| 5 HALCYON WAY | WEST TISBURY | MA | 02575 | PC | GENERAL SUPPORT | $20,000 | |
| ISLAND GROWN INITIATIVE | |||||||
| PO BOX 622 | VINEYARD HAVEN | MA | 02569 | PC | GENERAL SUPPORT | $20,000 | |
| JACK'S PLACE ENRICHMENT CENTER | |||||||
| 73 CENTRAL ST | WOODSTOCK | VT | 05091 | PC | GENERAL SUPPORT | $10,000 | |
| JAG PRODUCTIONS | |||||||
| PO BOX 354 | WHITE RIVER JUNCTION | VT | 05001 | PC | GENERAL SUPPORT | $50,000 | |
| LEBANON OPERA HOUSE | |||||||
| 51 N PARK ST | LEBANON | NH | 03766 | PC | GENERAL SUPPORT | $25,000 | |
| LET'S GROW KIDS | |||||||
| 19 MARBLE AVENUE SUITE 4 | BURLINGTON | VT | 05401 | PC | GENERAL SUPPORT | $50,000 | |
| LISTEN COMMUNITY SERVICE | |||||||
| 60 HANOVER ST | LEBANON | NH | 03766 | PC | GENERAL SUPPORT | $30,000 | |
| LYME NURSERY SCHOOL | |||||||
| 155 DARTMOUTH COLLEGE HWY | LYME | NH | 03768 | PC | GENERAL SUPPORT | $15,000 | |
| MACDOWELL | |||||||
| 100 HIGH STREET | PETERBOROUGH | NH | 03458 | PC | GENERAL SUPPORT | $16,000 | |
| MAGIC MOUNTAIN CHILDREN'S CENTER | |||||||
| 114 N WINDSOR ST | SOUTH ROYALTON | VT | 05068 | PC | GENERAL SUPPORT | $30,875 | |
| MAINE ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN | |||||||
| 295 WATER STREET SUITE 10 | AUGUSTA | ME | 04330 | PC | GENERAL SUPPORT | $90,000 | |
| MAPLE LEAF CHILDREN'S CENTER | |||||||
| 2596 VT-113 | THETFORD | VT | 05074 | PC | GENERAL SUPPORT | $20,000 | |
| MARIPOSA MUSUEM | |||||||
| 26 MAIN ST | PETERBOROUGH | NH | 03458 | PC | GENERAL SUPPORT | $10,000 | |
| MARTHA'S VINEYARD BOYS & GIRLS CLUB | |||||||
| PO BOX 654 | EDGARTOWN | MA | 02539 | PC | GENERAL SUPPORT | $25,000 | |
| MARY HITCHCOCK MEMORIAL HOSPITAL DARTMOUTH-HITCHCOCK COMMUNITY HEALTH | |||||||
| 1 MEDICAL CENTER DRIVE | LEBANON | NH | 03766 | PC | GENERAL SUPPORT | $40,000 | |
| MASS AUDUBON SOCIETY | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | PC | GENERAL SUPPORT | $10,000 | |
| MASSACHUSETTS AUDUBON SOCIETY | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | PC | GENERAL SUPPORT | $9,000 | |
| MAYHEW PROGRAM | |||||||
| 293 W SHORE RD | BRISTOL | NH | 03222 | PC | GENERAL SUPPORT | $10,000 | |
| MISTY MEADOWS EQUINE LEARNING CENTER | |||||||
| 55 MISTY MEADOWS LANE | WEST TISBURY | MA | 02575 | PC | GENERAL SUPPORT | $10,000 | |
| MOMSRISING EDUCATION FUND COMRCE BK WASH SEA | |||||||
| 12011 BEL-RED ROAD SUITE 206 | BELLEVUE | WA | 98005 | PC | GENERAL SUPPORT | $100,000 | |
| MONTSHIRE MUSEUM OF SCIENCE | |||||||
| 1 MONTSHIRE RD | NORWICH | VT | 05055 | PC | GENERAL SUPPORT | $19,000 | |
| MOONRISE THERAPEUTICS | |||||||
| PO BOX 90 | TAFTSVILLE | VT | 05073 | PC | GENERAL SUPPORT | $15,000 | |
| MOONRISE THERAPEUTICS | |||||||
| PO BOX 90 | TAFTSVILLE | VT | 05073 | PC | GENERAL SUPPORT | -$15,000 | |
| MOONRISE THERAPEUTICS | |||||||
| PO BOX 90 | TAFTSVILLE | VT | 05073 | PC | GENERAL SUPPORT | -$15,000 | |
| MOONRISE THERAPEUTICS | |||||||
| PO BOX 90 | TAFTSVILLE | VT | 05073 | PC | GENERAL SUPPORT | $15,000 | |
| MOONRISE THERAPEUTICS - GOOD | |||||||
| PO BOX 90 | TAFTSVILLE | VT | 05073 | PC | GENERAL SUPPORT | $15,000 | |
| MOUNTAIN VALLEY TREATMENT CENTER AWARD | |||||||
| 703 RIVER ROAD | PLAINFIELD | NH | 03781 | PC | GENERAL SUPPORT | $15,000 | |
| MT ASCHUTNEY HOSPITAL AND HEALTH CENTER | |||||||
| 289 COUNTRY RD | WINDSOR | VT | 05089 | PC | GENERAL SUPPORT | $98,512 | |
| MT KEARSARGE INDIAN MUSEUM | |||||||
| 18 HIGHLAWN RD | WARNER | NH | 03278 | PC | GENERAL SUPPORT | $10,000 | |
| MV YOUTH 2022 OPERATING | |||||||
| PO BOX 65 | CHILMARK | MA | 02535 | PC | GENERAL SUPPORT | $1,900 | |
| MVYOUTH - FOUNDER DONATION | |||||||
| PO BOX 65 | CHILMARK | MA | 02535 | PC | GENERAL SUPPORT | $25,000 | |
| NEW FUTURES | |||||||
| 100 N MAIN ST 400 | CONCORD | NH | 03768 | PC | GENERAL SUPPORT | $500,000 | |
| NEW HAMPSHIRE ACADEMY OF SCIENCE | |||||||
| BARN BUILDING 95 DARTMOUTH COLLEGE | LYME | NH | 03301 | PC | GENERAL SUPPORT | $78,750 | HIGHWAY |
| NEW HAMPSHIRE CHARITABLE FOUNDATION | |||||||
| 37 PLEASANT STREET | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $5,000 | |
| NEW HAMPSHIRE CHARITABLE FOUNDATION (NHCF) | |||||||
| 37 PLEASANT STREET | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $273,800 | |
| NEW HAMPSHIRE CHILD CARE ADVISORY COUNCILMERRIMACK VALLEY DAYCARE SERVICES | |||||||
| 37 PLEASANT STREET | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $50,000 | |
| NEW HAMPSHIRE CHILDREN'S TRUST | |||||||
| 10 FERRY ST 307 | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $10,000 | |
| NEW HAMPSHIRE DEMOCRACY FUND MERRIMACK CONCORD | |||||||
| 129 PLEASANT STREET | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $35,000 | |
| NEW HAMPSHIRE FISCAL POLICY INST | |||||||
| 129 PLEASANT STREET | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $123,000 | |
| NEW HAMPSHIRE FOR NONPROFITS | |||||||
| 3 N SPRING ST STE 101 | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $25,000 | |
| NEW HAMPSHIRE HUMANITIES | |||||||
| 117 PLEASANT STREET | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $10,000 | |
| NEW HAMPSHIRE PUBLIC RADIO | |||||||
| 2 PILLSBURY PMB 112 | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $15,000 | |
| NH PUBLIC BROADCASTING SYSTEM GRANITE STATE NEWS COLLABORATIVE | |||||||
| 35 CENTER ST | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $10,000 | |
| NHADACA | |||||||
| 130 PEMBROKE ROAD UNIT 100 | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $5,000 | |
| NORTHERN STAGE | |||||||
| 74 GATES ST | WHITE RIVER JUNCTION | VT | 05001 | PC | GENERAL SUPPORT | $10,000 | |
| NORTHERN STAGE | |||||||
| 74 GATES ST | WHITE RIVER JUNCTION | VT | 05001 | PC | GENERAL SUPPORT | $250,000 | |
| OLIVE G PETTIS LIBRARY FRIENDS OF THE OLIVE G PETTIS LIBRARY (FS) | |||||||
| 36 MILL VILLAGE RD N | GOSHEN | NH | 03752 | PC | GENERAL SUPPORT | $5,000 | |
| OPERA NORTH | |||||||
| 20 WEST PARK STREET | LEBANON | NH | 03766 | PC | GENERAL SUPPORT | $10,000 | |
| ORANGE COUNTY PARENT CHILD CENTER | |||||||
| 693 VT-110 | TUNBRIDGE | VT | 05077 | PC | GENERAL SUPPORT | $45,000 | |
| ORANGE COUNTY PARENT CHILD CENTER MASCOMA LEBANON | |||||||
| 693 VT-110 | TUNBRIDGE | VT | 05077 | PC | GENERAL SUPPORT | $100,000 | |
| PENTANGLE ARTS | |||||||
| THE GRN 2 | WOODSTOCK | VT | 05091 | PC | GENERAL SUPPORT | $15,000 | |
| PHILANTHROPY MASSACHUSETTS | |||||||
| 133 FEDERAL ST 802 | BOSTON | MA | 02110 | PC | GENERAL SUPPORT | $5,000 | |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | |||||||
| 136 PLEASANT ST | CLAREMONT | NH | 03743 | PC | GENERAL SUPPORT | $80,000 | |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | |||||||
| 136 PLEASANT ST | CLAREMONT | NH | 03743 | PC | GENERAL SUPPORT | $50,000 | |
| POSITIVE TRACKS | |||||||
| 35 MAIN ST | HANOVER | NH | 03755 | PC | GENERAL SUPPORT | $35,000 | |
| PUBLIC HEALTH COUNCIL OF THE UPPER VALLEY | |||||||
| ONE COURT STREET 378 | LEBANON | NH | 03766 | PC | GENERAL SUPPORT | $97,614 | |
| REACH OUT AND READ INC | |||||||
| 89 SOUTH ST SUITE 201 | BOSTON | MA | 02111 | PC | GENERAL SUPPORT | $20,000 | |
| READING-WEST WINDSOR FOOD SHELF INC | |||||||
| 3456 TYSON RD | PROCTORSVILLE | VT | 05153 | PC | GENERAL SUPPORT | $11,000 | |
| REVELS NORTH | |||||||
| 2 MASCOMA ST SUITE 3 | LEBANON | NH | 03766 | PC | GENERAL SUPPORT | $10,000 | |
| RICHARDS FREE LIBRARY | |||||||
| 58 N MAIN ST | NEWPORT | NH | 03773 | PC | GENERAL SUPPORT | $15,000 | |
| ROOM TO GROW | |||||||
| 7 W 30TH ST | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $12,000 | |
| SAFEART | |||||||
| PO BOX 156 292 VT-110 | CHELSEA | VT | 05038 | PC | GENERAL SUPPORT | $10,000 | |
| SAIL MARTHA'S VINEYARD | |||||||
| 151 BEACH RD UNIT 2C | VINEYARD HAVEN | MA | 02568 | PC | GENERAL SUPPORT | $10,000 | |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | PC | GENERAL SUPPORT | $195,000 | |
| SECOND GROWTH | |||||||
| PO BOX 5227 | WEST LEBANON | NH | 03784 | PC | GENERAL SUPPORT | $25,000 | |
| SOCIETY FOR THE PROTECTION OF NEW HAMPSHIRE FORESTS | |||||||
| 54 PORTSMOUTH ST | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $10,000 | |
| SOUTH ROYALTON RESCUE SQUADTWO RIVERS- OTTAUQUECHEE REGIONAL FOUNDATION (FS | |||||||
| 53 SAFFORD ST | SOUTH ROYALTON | VT | 05068 | PC | GENERAL SUPPORT | $20,000 | |
| SOUTHERN VERMONT HEALTH AND RECREATION CENTER FOUNDATION INC | |||||||
| 100 HOSPITAL DR BOX 41 | BENNINGTON | VT | 05201 | PC | GENERAL SUPPORT | $10,000 | |
| SPECIAL NEEDS SUPPORT CENTER | |||||||
| 129 S MAIN ST SUITE 103 | WHITE RIVER JUNCTION | VT | 05001 | PC | GENERAL SUPPORT | $25,000 | |
| SPRINGFIELD AREA PARENT CHILD CENTER AWARD | |||||||
| 6 MAIN ST | NORTH SPRINGFIELD | VT | 05150 | PC | GENERAL SUPPORT | $50,000 | |
| TAPPLY-THOMPSON COMMUNITY CENTER | |||||||
| 30 N MAIN ST | BRISTOL | NH | 03222 | PC | GENERAL SUPPORT | $10,000 | |
| THE 19TH NEWS AWARD | |||||||
| 3571 FAR WEST BLVD 3497 | AUSTIN | TX | 78731 | PC | GENERAL SUPPORT | $5,000 | |
| THE FAMILY PLACE | |||||||
| 319 US-5 | NORWICH | VT | 05055 | PC | GENERAL SUPPORT | $125,000 | |
| THE MORTON ARBORETUM | |||||||
| 4100 IL-53 | LISLE | IL | 60532 | PC | GENERAL SUPPORT | $5,000 | |
| THIRD SECTOR NEW ENGLAND | |||||||
| 89 SOUTH STREET | BOSTON | MA | 02110 | PC | GENERAL SUPPORT | $7,500 | |
| TLC FAMILY RESOURCE CENTER | |||||||
| 62 PLEASANT ST | CLAREMONT | NH | 03743 | PC | GENERAL SUPPORT | $125,000 | |
| TURNING POINTS NETWORK | |||||||
| 231 BROAD ST | CLAREMONT | NH | 03743 | PC | GENERAL SUPPORT | $10,000 | |
| TWIN PINES HOUSING TRUST | |||||||
| 226 HOLIDAY DR 20 | WHITE RIVER JUNCTION | VT | 05001 | PC | GENERAL SUPPORT | $30,000 | |
| TWIN RIVER CHILDREN'S CENTER | |||||||
| 76 SEMINARY HILL ROAD | WEST LEBANON | NH | 03784 | PC | GENERAL SUPPORT | $30,000 | |
| UNIVERSITY SYSTEM OF NEW HAMPSHIRE | |||||||
| 5 CHENELL DR 301 | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $379,200 | |
| UPPER VALLEY HAVEN | |||||||
| 713 HARTFORD AVE | WHITE RIVER JUNCTION | VT | 05001 | PC | GENERAL SUPPORT | $30,000 | |
| UPPER VALLEY LAND TRUST | |||||||
| 19 BUCK RD | HANOVER | NH | 03755 | PC | GENERAL SUPPORT | $15,000 | |
| UPPER VALLEY SNOW SPORTS FOUNDATION | |||||||
| 160 WHALEBACK MOUTAIN ROAD | ENFIELD | NH | 03748 | PC | GENERAL SUPPORT | $25,000 | |
| UPPER VALLEY TRAILS ALLIANCE | |||||||
| 326 MAIN ST | NORWICH | VT | 05055 | PC | GENERAL SUPPORT | $15,000 | |
| VERMONT PUBLIC | |||||||
| 10 EAST ALLEN ST SUITE 202 | WINOOSKI | VT | 05404 | PC | GENERAL SUPPORT | $10,000 | |
| VINS | |||||||
| 149 NATURES WY | QUECHEE | VT | 05059 | PC | GENERAL SUPPORT | $25,000 | |
| VISIONS FOR CREATIVE HOUSING SOLUTIONS | |||||||
| 8 SUNRISE FARM LANE | ENFIELD | NH | 03748 | PC | GENERAL SUPPORT | $25,000 | |
| VISIONS FOR CREATIVE HOUSING SOLUTIONS | |||||||
| 8 SUNRISE FARM LANE | ENFIELD | NH | 03748 | PC | GENERAL SUPPORT | $15,000 | |
| VISITING NURSE AND HOSPICE OF VERMONT & NEW HAMPSHIRE | |||||||
| 88 PROSPECT STREET | WHITE RIVER JUNCTION | VT | 05001 | PC | GENERAL SUPPORT | $20,000 | |
| VITAL COMMUNITIES | |||||||
| 195 N MAIN ST | WHITE RIVER JUNCTION | VT | 05001 | PC | GENERAL SUPPORT | $50,000 | |
| VITAL COMMUNITIES | |||||||
| 195 N MAIN ST | WHITE RIVER JUNCTION | VT | 05001 | PC | GENERAL SUPPORT | $20,000 | |
| VT EARLY CHILDHOOD ADVOCACY ALLIANCEVERMONT COMMUNITY LOAN FUND (FS) | |||||||
| PO BOX 827 | MONTPELIER | VT | 05601 | PC | GENERAL SUPPORT | $50,000 | |
| WAYPOINT | |||||||
| 464 CHESTNUT STREET PO BOX 448 | MANCHESTER | NH | 03105 | PC | GENERAL SUPPORT | $75,530 | |
| WAYPOINT | |||||||
| 464 CHESTNUT STREET PO BOX 448 | MANCHESTER | NH | 03105 | PC | GENERAL SUPPORT | $32,000 | |
| WAYPOINT | |||||||
| 464 CHESTNUT STREET PO BOX 448 | MANCHESTER | NH | 03105 | PC | GENERAL SUPPORT | $199,000 | |
| WE R HOPE INC | |||||||
| 200 LOWER BARTONSVILLE ROAD | CHESTER | VT | 05143 | PC | GENERAL SUPPORT | $7,500 | |
| WELCOMING ALL NATIONALITIES NETWORK | |||||||
| PO BOX 203 | LYME | NH | 03301 | PC | GENERAL SUPPORT | $75,000 | |
| WEST CENTRAL BEHAVIORAL HEALTH | |||||||
| 85 MECHANIC STREET | LEBANON | NH | 03748 | PC | GENERAL SUPPORT | $75,000 | |
| WEST CENTRAL BEHAVIORAL HEALTH | |||||||
| 85 MECHANIC STREET | LEBANON | NH | 03748 | PC | GENERAL SUPPORT | $25,000 | |
| WHITE RIVER PARTNERSHIP | |||||||
| 4266 VT-14 | SOUTH ROYALTON | VT | 05068 | PC | GENERAL SUPPORT | $2,500 | |
| WILLING HANDS ENTERPRISE | |||||||
| 198 CHURCH ST | NORWICH | VT | 05001 | PC | GENERAL SUPPORT | $20,000 | |
| WINDOR EARLY CHILDHOOD CENTER | |||||||
| 20 BRIDGE ST | WINDSOR | VT | 05089 | PC | GENERAL SUPPORT | $20,000 | |
| WINDSOR COUNTY MENTORS | |||||||
| 54 MAIN STREET | WINDSOR | VT | 05089 | PC | GENERAL SUPPORT | $10,000 | |
| YMCA OF MARTHA'S VINEYARD | |||||||
| 111R EDGARTOWN VINYARD HAVEN RD | VINEYARD HAVEN | MA | 02568 | PC | GENERAL SUPPORT | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,865,116 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,080,387 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$1,752,908 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,327,479 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,327,479 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $33,615 | Amt |
| Net Investment Income | $16,808 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,808 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $18,591,913 | EOYBookValueAmt |
| EOYFMV | $20,328,380 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $98,976,910 | EOYBookValueAmt |
| EOYFMV | $134,192,990 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BBH REAL ASSETS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,713,007 | BookValueAmt |
| EOYFMV | $4,210,655 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,803 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,803 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $417,967 | $417,967 | $0 |
| FROM K-1S: PORTFOLIO EXPENSES | $792,812 | $792,812 | $0 |
| FROM K-1S: INVESTMENT INTEREST EXPENSE | $8 | $8 | $0 |
| FROM K-1S: OTHER EXPENSES | $99,274 | $99,274 | $0 |
| CONSULTANTS | $674,169 | $0 | $674,169 |
| ADMIN/OTHER | $91,544 | $0 | $91,544 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $146,783 | $146,783 | $0 |
| FEDERAL ESTIMATES | $30,000 | $0 | $0 |
| FEDERAL EXTENSION | $600,000 | $0 | $0 |
| MA FILING FEE | $1,000 | $0 | $1,000 |